Finance Score: -6

Governance Score: -3

Support Score: 2

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Narrow trustee age band: -2
Mainly male board: -1

Grant maker support: +2

Overall GiG Score: -7

BOWNESS AND WINDERMERE COMMUNITY CARE TRUST

The Bowness and Windermere Community Care Trust exists to promote the wellbeing of the local community byengaging, responding, caring and serving.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£25	£59	£-34	n/a	n/a	n/a	n/a	n/a	10
31/03/22		£44	£79	£-35	n/a	n/a	n/a	n/a	n/a	30
31/03/21		£81	£85	£-4	n/a	n/a	n/a	n/a	n/a	65
31/03/20		£174	£184	£-10	n/a	n/a	n/a	n/a	n/a	6
31/03/19		£157	£175	£-19	n/a	n/a	n/a	n/a	n/a	8
31/03/18		£166	£219	£-54	£0	£0	£0	n/a	0	0
31/03/17		£157	£231	£-74	£0	£0	£0	n/a	0	0
31/03/16		£159	£184	£-25	£0	£0	£0	n/a	0	0
31/03/15		£175	£175	£0	£0	£0	£0	n/a	0	0
31/03/14		£212	£187	£25	£0	£0	£0	n/a	0	0
31/03/13		£224	£247	£-24	£0	£0	£0	n/a	0	0
31/03/12	*	£300	£323	£-23	£0	£0	£0	n/a	0	0
31/03/11		£66	£66	£1	£0	£0	£0	n/a	0	0
31/03/10		£85	£88	£-3	£0	£0	£0	n/a	0	0
31/03/09		£67	£62	£5	£0	£0	£0	n/a	0	0
31/03/08		£66	£58	£8	£0	£0	£0	n/a	0	0
31/03/07		£67	£66	£1	£0	£0	£0	n/a	0	0
31/03/06		£60	£60	£0	£0	£0	£0	n/a	0	0
31/03/05		£77	£67	£10	£0	£0	£0	n/a	0	0
31/03/04		£58	£50	£8	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 24 years

www.thephoenixcentre.co.uk

admin@bwcct.co.uk

01539444825

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Cumbria,

Who it helps

Children/Young People
Elderly/Old People
The General Public/Mankind

Who works here?

Unknown number of employees
10 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Bowness and Windermere Community Care Trust
£1,520	21/10/2023	We would like to continue to provide a regular event bringing people together to socialise and eat, whilst interacting with young people by way of singing or playing musical instruments.
Co-Operative Group - Grant to Windermeals
£3,621	23/10/2021	We would like to buy ingredients to make hot soup and a hot main meal for our elderly community, which will be delivered free to their homes twice a week.
Cumbria Community Foundation - Food costs
£5,400	10/06/2020 13	Food costs

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees:

ANTHONY JACKSON Appointed: 2017, Occupation: Clerk/Cashier

MR BILL SMITH (Chair), Other trusteeships: THE GOODLY DALE COTTAGE HOMES, WINDERMERE YOUTH PROJECT, LAKE DISTRICT PARADISE PROJECT LTD,

REV ELISABETH MARIAN MULLEN Appointed: 2018, Occupation: Retired

REV JAMES JOHNSTON RICHARDS, Other trusteeships: MARY ELIZABETH ULLOCK, CHARITY OF MISS HANNAH COLLINSON, THOMAS COLLINSON, WINDERMERE SCHOOL ENDOWMENT, SCHOOL CHARITY OF JOHN BRAITHWAITE, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARTIN, WINDERMERE,

ROBERT AGNEW POW Appointed: 2018, Occupation: Retired, Other trusteeship: THE GOODLY DALE COTTAGE HOMES,

BRENDAN JOSEPH BERNARD DRURY Appointed: 2008, Occupation: Accountant, Other trusteeship: THE APPLETHWAITE PARISH CENTRE TRUST,

Legal constitution

Charitable company registered in England & Wales on 18/02/2000, number: 1079452
Registered at Companies House on 11/10/1999, number: 03857179

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR12: 1 days late,

Recent reorganisation events:

Asset transfer in from ROTARY CLUB OF AMBLESIDE TRUST FUND on 14/07/2023

Main office

B W C C T
THE PHOENIX CENTRE
PHOENIX WAY
WINDERMERE
LA23 1BZ

Objectives

THE RELIEF OF THOSE IN NEED AMONGST POOR, AGED AND DISABLED PEOPLE AND THE PROMOTION OF ANY OTHER CHARITABLE PURPOSE OR PURPOSES IN WINDERMERE AND THE SURROUNDING AREAS AS THE TRUSTEES FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINEE

Defined Area of Benefit:

WINDERMERE AND THE SURROUNDING AREAS

Data Sources